Gallo Partners’s Knife River KNF Stock Holding History

Gallo Partners’s Portfolio KNF Stock Details KNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-21,217	Closed	-$1.63M	–	55
2025 Q3	$1.63M	Buy	+21,217	New	+$1.73M	1.22%	40
2025 Q2	–	Sell	-12,493	Closed	-$1.13M	–	68
2025 Q1	$1.13M	Sell	12,493 -14,579	-54%	-$1.42M	0.75%	49
2024 Q4	$2.75M	Buy	+27,072	New	+$2.65M	2.02%	15

Other funds holding KNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gallo Partners's KNF Position: Q4 2025 in Review

Gallo Partners sold out of Knife River (KNF) in Q4 2025, closing a stake of 21,217 shares — an estimated $1.63M sold.

Gallo Partners first reported a position in KNF in Q4 2024 and held it in 3 quarters. The position peaked at $2.75M in Q4 2024. 381 funds tracked by Wall St. Rank hold KNF as of Q4 2025.

Gallo Partners reported no remaining Knife River position as of Q4 2025 after selling out during the quarter.
Gallo Partners sold 21,217 Knife River shares in Q4 2025, an estimated $1.63M.
Gallo Partners first reported a position in Knife River in Q4 2024 and held it in 3 quarters.
Gallo Partners's Knife River position peaked at $2.75M in Q4 2024.
381 funds tracked by Wall St. Rank held Knife River as of Q4 2025.

Based on Gallo Partners's 13F filing for Q4 2025, filed 17 Feb 2026.